SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 609 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $883,026 | +38.4% | 16,978 | +38.8% | 0.01% | +28.6% |
| Q1 2024 | $637,969 | +22.3% | 12,231 | +22.4% | 0.01% | +16.7% |
| Q4 2023 | $521,485 | -32.8% | 9,990 | -35.0% | 0.01% | -45.5% |
| Q3 2023 | $775,880 | -10.8% | 15,367 | -7.4% | 0.01% | -8.3% |
| Q2 2023 | $869,656 | +18.3% | 16,587 | +21.0% | 0.01% | 0.0% |
| Q1 2023 | $734,993 | -22.0% | 13,710 | -24.7% | 0.01% | -25.0% |
| Q4 2022 | $942,630 | +40.7% | 18,201 | +40.6% | 0.02% | +23.1% |
| Q3 2022 | $670,000 | +185.1% | 12,942 | +207.1% | 0.01% | +225.0% |
| Q2 2022 | $235,000 | – | 4,214 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MARSHALL FINANCIAL GROUP INC /ADV | 245,534 | $13,075,000 | 12.39% |
| WEALTHCARE CAPITAL MANAGEMENT LLC | 1,275,098 | $67,899,000 | 10.49% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 257,455 | $13,709,000 | 7.67% |
| Resource Planning Group | 172,886 | $9,206,000 | 6.87% |
| FINANCIAL LIFE ADVISORS | 158,186 | $8,423,000 | 6.52% |
| Burt Wealth Advisors | 223,704 | $11,912,000 | 5.63% |
| Morningstar Investment Management LLC | 121,239 | $6,456,000 | 5.13% |
| Gilbert & Cook, Inc. | 250,120 | $13,319,000 | 4.70% |
| LINCOLN CAPITAL CORP | 90,188 | $4,802,000 | 4.43% |
| Heritage Wealth Advisors | 409,854 | $21,824,000 | 4.26% |